Name: FREELANCE COCKPIT – PROJECT MANAGEMENT AND CRM
Brand: -
SKU: -
Rating: 5 (1 reviews)

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Version: 4.0.3

Item cover for download FREELANCE COCKPIT – PROJECT MANAGEMENT AND CRM

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Overview

Item description

Key Features

Dashboard

Helpful overview of open projects, open invoices, received and outstanding payments, open tasks, messages and events.

Project Management

Create and manage all your projects.

Project Tasks

You can add tasks to any project.

Lead Management

Create and manage all your leads and even import leads by a .csv file.

Client Tasks

You can enable clients to create tasks.

Tasks Timers

Every agent can track his time spent on tasks and every task has a dedicated timesheet.

Tasks Timesheets

Every task has it’s own timesheet.

Project Milestones

Milestones will help you to group your tasks together.

Support Tickets

Let your Clients open tickets to keep track of any incident. It also supports email tickets.

Project Timer

This will help you to track the time you have spent on a project.

GANTT Charts on Projects

Every project has it’s own gantt chart grouped by milestones or agents

Multi File Upload and File Commenting

On all projects you can upload any kind of files, like a screenshot of the mockup you made for a new web project and share them with your client.

Client Management

Easily manage your clients with all the details you need.

Client Portal

Your clients can view the status of their projects and invoices.

Invoice Management

Creating and sending invoices was never that easy!

Expenses

Track all your expenses.

Estimates

Send estimates to your clients.

Recurring Invoices

Create recurring invoices.

Calendar

Beautiful calendar with optional Google calendar integration.

Item Management

Manage your items/products

Reports

A nice chart to view your income, expenses by a given period

User Activity Widget

See who is online.

Email Notifications

Get email notifications on new messages, project assignment etc.

User Access Levels

Control the access of your agents to the different modules.

Quick Access

Quickly open a project or start/stop the timer using the Quick Access widget.

Database backup

Never loose any data again!

System Update

As soon as an update gets released, you can update your application within the webinterface.

Easy Installation Tool

Very easy installation, no programming skills required.

Multi Language Support

Full language support with language files.

Quotation Request

The quotation request form can be accessed without login, so you can send the link directly to potential clients or just add the link to your corporate website.

Private Messaging

Send private messages to admins and clients.

Stripe payment Integration

Your clients can easily pay via credit card using the stripe service.

Authorize.net payment Integration

Your clients can easily pay via credit card using the authotize.net service.

2Checkout payment Integration

Your clients can easily pay via credit card using the 2Checkout service.

Paypal IPN Integration

Your clients can easily pay invoices via Paypal.

Paypal Subscription Integration

Paypal subscriptions for recurring invoices.

Customize CSS

You can change the CSS styles directly from the settings page.

Theme Color Customizer

You can change all main colors like the sidebar background, body background etc with a very easy color picker on the settings page so the layout perfectly fits your brand style.

The login page is available in side mode and center mode and you can choose the background image or upload your own.

Gravatar support

Gravatar will be used as a fallback if you don’t upload a profile image.

And more

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21 Jul 2020 - Version 4.0.3

Product Added to the system.

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